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Novartis
NVS

Overview Fund Activity

925 hedge funds and large institutions have $21.4B invested in Novartis in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 335 increasing their positions, 349 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
925
Holders Change
-18
Holders Change %
-1.91%
% of All Funds
25.85%
Holding in Top 10
59
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.28%
% of All Funds
1.65%
New
43
Increased
335
Reduced
349
Closed
53
Calls
$69.6M
Puts
$71M
Net Calls
-$1.35M
Net Calls Change
-$46.3M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$312M
2
State Street
State Street
Massachusetts
+$306M
3
Bank of America
Bank of America
North Carolina
+$306M
4
IC
Institutional Capital
Illinois
+$210M
5
MNA
Manning & Napier Advisors
New York
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$368M
2
Dodge & Cox
Dodge & Cox
California
-$207M
3
Primecap Management
Primecap Management
California
-$122M
4
BG
Bahl & Gaynor
Ohio
-$78.6M
5
Northern Trust
Northern Trust
Illinois
-$57.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBNAT
751
FirstMerit Bank N.A. Trustee
Ohio
$232K +$29K +351 +14%
HIMCH
752
Hartford Investment Management Co (HIMCO)
Connecticut
$231K -$43.7K -530 -16%
GT
753
Greenleaf Trust
Michigan
$231K -$3.46K -42 -1%
VNA
754
VNBTrust National Association
Virginia
$231K – – –
DHFB
755
Dixon Hubard Feinour & Brown
Virginia
$231K +$231K +2,803 New
WTB
756
Washington Trust Bank
Washington
$230K -$151K -1,829 -40%
MNBTD
757
Moody National Bank Trust Division
Texas
$230K – – –
AAP
758
Ardsley Advisory Partners
Connecticut
$230K – – –
CA
759
Cullinan Associates
Kentucky
$230K – – –
ANRIA
760
American National Registered Investment Advisor
Texas
$230K – – –
NFC
761
Northeast Financial Consultants
Connecticut
$230K – – –
I
762
IberiaBank
Louisiana
$230K +$988 +12 +0.4%
BA
763
BKS Advisors
Michigan
$230K +$230K +2,797 New
CIA
764
Choate Investment Advisors
Massachusetts
$229K – – –
AL
765
Airain Ltd
Guernsey
$229K -$2.24M -27,191 -91%
SRIM
766
Saratoga Research & Investment Management
California
$228K – – –
EB
767
Eastern Bank
Massachusetts
$227K – – –
SMC
768
Smith, Moore & Co
Missouri
$225K +$9.14K +111 +4%
FNT
769
First National Trust
Pennsylvania
$222K -$19K -230 -8%
BCM
770
Becker Capital Management
Oregon
$222K – – –
BA
771
Boston Advisors
Massachusetts
$222K – – –
CS
772
Cannell & Spears
New York
$221K – – –
KT
773
Kanaly Trust
Texas
$221K +$1.65K +20 +0.8%
PTC
774
Private Trust Company
Ohio
$221K +$5.5K +67 +3%
S
775
SignatureFD
Georgia
$221K +$56K +681 +34%
29 30
31
32 33